Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Grayscale Bitcoin Mini Trust eröffnet haben, gehören Betterment LLC, Gem Investment Advisors, LLC, Ascension Capital Advisors, Inc., Heritage Family Offices, LLP, AlTi Global, Inc., Waterloo Capital, L.P., Great Point Wealth Advisors, LLC, Tactive Advisors, LLC, Monograph Wealth Advisors, Llc, Greenspring Advisors, LLC, Westco Advisory Services Inc /adv, Stratos Wealth Advisors, LLC, Smith, Moore & Co., Werba Rubin Papier Wealth Management, Armis Advisers, LLC, Bernardo Wealth Planning LLC, Kingsview Wealth Management, LLC, Centurion Wealth Management LLC, Leverty Financial Group, LLC, und Investor's Fiduciary Advisor Network, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Visionary Wealth Advisors | 8.943 | 0,39 | 268 | -22,32 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 24.382 | 34,38 | 731 | 4,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 43.556 | 34,81 | 1.306 | 4,40 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10.969 | 329 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 40 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 210 | 6 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 9.022 | 0 | ||||||
| 2026-04-28 | 13F | RHS Financial, LLC | 29.348 | 54,00 | 880 | 19,24 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 30.097 | 29,24 | 903 | 0,11 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 2 | 0 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 76.867 | 9,76 | 2.305 | -15,01 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 203.570 | 315,01 | 6.105 | 221,48 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 7 | 0 | ||||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 10.492 | 29,72 | 315 | 0,32 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 170.983 | 5.128 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 33.340 | 134,46 | 1.000 | 81,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 110.931 | 123,88 | 3.327 | 73,32 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.347 | 250 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 75 | 2 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 20 | 1 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 79.932 | 131,81 | 2.397 | 79,55 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 60.197 | 1.805 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 73.311 | 2,81 | 2.199 | -20,39 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 59 | 2 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 39.392 | 1.181 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 186 | 7 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 100 | 3 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 12.533 | 44,32 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 16.786 | 29,99 | 503 | 0,60 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 20 | 0 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 3.050 | 9,24 | 91 | -15,74 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 383.564 | 3.052,75 | 11.503 | 2.342,25 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 71 | 2 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7.993 | 240 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.307 | 23,67 | 97 | -5,83 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 26.197 | 30,35 | 786 | 0,90 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10.785 | 323 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.075 | 1.691,67 | 32 | 1.500,00 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 106.693 | 44,68 | 3.200 | 12,01 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 293 | 3,53 | 9 | -20,00 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 12.959 | 43,86 | 389 | 11,49 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 34 | 1 | ||||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 850.614 | 5,37 | 25.510 | -18,41 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 20 | 1 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.007 | 0 | ||||||
| 2026-04-16 | 13F | VVR Holdings LLC | 135.900 | 17,61 | 4.076 | -8,94 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 180 | 350,00 | 5 | 400,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.637 | 102 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 44.929 | 73,55 | 1.347 | 34,43 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 14.984 | 449 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 11.597 | 5,32 | 348 | -18,54 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 24.586 | 1,83 | 737 | -21,18 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 43.684 | 48,89 | 1.310 | 15,32 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 5.530 | 14,75 | 166 | -11,29 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 2 | -90,00 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 928.819 | 121,51 | 27.855 | 71,52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 13.731 | 412 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.627 | 57,96 | 49 | 25,64 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 7.520 | 226 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.533 | 46 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.791 | 54 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47.311 | 110,84 | 1.427 | 64,10 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 5.325 | 0,08 | 206 | -23,42 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 50.333 | 22,07 | 1.509 | -5,45 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.716 | 97,24 | 231 | 52,98 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 2.919 | 139 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 100 | 3 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 9.335 | 12,73 | 280 | -12,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 79.228 | 14,05 | 3.069 | 102.166,67 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 7.543 | 12,62 | 226 | -12,74 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 24.263 | 61,11 | 728 | |||||
| 2026-05-11 | 13F | Condor Capital Management | 20.661 | 7,87 | 620 | -16,46 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 273 | 27.200,00 | 8 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 300 | 12 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13.951 | 103,37 | 418 | 57,74 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 135.127 | 23,34 | 4.052 | -4,48 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 258 | 8 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 222.404 | 23,27 | 6.670 | -4,55 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 16.023 | 78,19 | 481 | 37,93 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 9.630 | 51,27 | 289 | 17,07 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 11.054 | 332 | ||||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 94.661 | 554,32 | 2.839 | 406,79 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 36.661 | 231,08 | 1.099 | 156,78 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 19.785 | 12,56 | 593 | -12,79 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 80 | 2 | ||||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 111 | 4 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 33.203 | 15,38 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 25.600 | 115,13 | 768 | 66,74 | ||||
| 2026-05-12 | 13F | Finer Wealth Management, Inc. | 16.736 | 140,94 | 502 | 86,25 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 1.073.430 | 60,44 | 32.192 | 24,24 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 11.410 | 26,05 | 335 | 27,48 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 17.708 | 72,83 | 531 | 34,09 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 102.403 | 6,07 | 3.071 | -17,87 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | Call | 800 | 24 | |||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 37.044 | 6,05 | 1.111 | -17,90 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 10 | 0 | ||||||
| 2026-05-11 | 13F | Kaleidoscope Capital Lp | 611.747 | 33,83 | 18.346 | 3,63 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 52 | 2 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 7.763 | 4,37 | 301 | -17,58 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 4.080 | 43,71 | 122 | 11,93 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 134.901 | 11,59 | 4.046 | -13,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.545 | 46 | ||||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 193.397 | 21,47 | 5.800 | -5,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 38.960 | 12,12 | 1.168 | -13,16 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.253 | 361 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15.333 | 12.166,40 | 460 | 11.375,00 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 21.023 | 88,80 | 701 | 62,65 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 605 | 572,22 | 18 | 500,00 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 54 | 2 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.946 | 2,36 | 388 | -20,65 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1.715 | 51 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 510 | 15 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 22.740 | 75,07 | 682 | 35,39 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 12 | 0 | ||||||
| 2026-05-15 | 13F | Shay Capital LLC | 20.000 | 220,00 | 600 | 147,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 13.918 | 115,18 | 417 | 66,80 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 267.561 | 1.322,44 | 8.024 | 1.002,20 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 9.798 | 5,49 | 294 | -18,38 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 700 | 21 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16.380 | 3,76 | 491 | -19,64 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 53.040 | 1,74 | 1.591 | -21,25 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 169.104 | 11,21 | 5.071 | -13,89 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 462 | -30,36 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.476 | 32,06 | 224 | 2,28 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 20.718 | 3,21 | 621 | -20,08 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 48.077 | 5,26 | 1.442 | -18,54 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.183 | 96,51 | 35 | 52,17 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 19 | 1 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 157 | 80,46 | 5 | 33,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 360.099 | 3,63 | 10.799 | -19,75 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 137.147 | 4.113 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.209 | 36 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 17.141 | 26,19 | 514 | -2,28 | ||||
| 2026-05-14 | 13F | Emory University | 1.354.148 | 32,32 | 40.611 | 2,46 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 63.702 | 26,24 | 1.910 | -2,25 | ||||
| 2026-04-23 | 13F | Mad River Investors | 81.217 | 4,60 | 2.436 | -19,02 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 85.812 | 7,78 | 2.574 | -16,54 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 103.657 | 25,59 | 3.109 | -2,75 | ||||
| 2026-05-13 | 13F | Ovata Capital Management Ltd | 567.872 | 17.029 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 28.436 | 6,50 | 853 | -17,60 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 370.049 | 88,24 | 11.098 | 45,76 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 220 | 8,91 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 7.417 | 1.678,66 | 222 | 1.287,50 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 41.743 | 17,66 | 1.252 | -8,95 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 30 | 25,00 | 1 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 599.531 | 0,03 | 17.980 | -22,55 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 124.003 | 1,18 | 3.719 | -21,66 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 227.896 | 23,18 | 6.835 | -4,62 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 45.222 | 1.356 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 25.440 | 37,77 | 763 | 6,57 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 57.269 | 1.717 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 51.982 | 78,16 | 1.559 | 37,88 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 6.862 | 1.473,85 | 206 | 1.181,25 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 14.698 | 101,76 | 441 | 56,03 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 149.895 | 36,95 | 4.495 | 6,04 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 130.065 | 32,96 | 3.901 | 2,96 | ||||
| 2026-05-14 | 13F | Main Management LLC | 1.729 | 0 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 250 | 13,64 | 0 | |||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 313.677 | 4,15 | 9.407 | -19,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 17.800 | 12,66 | 534 | -12,77 | |||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.014 | 2,87 | 90 | -20,35 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 81.381 | 5,09 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 146.947 | 48,43 | 4.407 | 14,92 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27.540 | 85,72 | 826 | 43,73 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 34.110 | 35,08 | 1.023 | 4,50 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 58.263 | 30,80 | 1.747 | 1,28 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 20 | 1 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 991.110 | 648,53 | 29.723 | 479,62 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 10.453 | 313 | ||||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 8.908 | 53,19 | 267 | 18,67 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.959 | 33,86 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 138.788 | 15,57 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 129.188 | 3.874 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 450 | 38,46 | 13 | 8,33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.783 | 0,32 | 113 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 8.929 | 31,12 | 268 | 1,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 282.129 | 40,21 | 8.461 | 8,57 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.354 | 37,88 | 324 | 5,56 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 46.964 | 88,10 | 1.408 | 45,76 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 27.447 | 29,42 | 823 | 0,24 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 62 | 93,75 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 20.432 | 239,80 | 730 | 214,66 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 8.021 | 11,56 | 311 | -14,84 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 8.884 | 18,60 | 266 | -8,28 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 76.607 | 103,19 | 2.297 | 57,33 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 286.259 | 96,52 | 8.585 | 52,17 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 23.291 | 2,59 | 698 | -20,59 | ||||
| 2026-05-08 | 13F | Bokf, Na | 22.635 | 9,03 | 679 | -15,67 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 35.656 | 25,47 | 1.069 | -2,82 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 32.731 | 6,54 | 982 | -17,49 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 960 | 7,99 | 37 | -17,78 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 706 | 7,79 | 21 | -16,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12.757 | 3,00 | 411 | -14,41 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 17.310 | 519 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 52.087 | 18,95 | 1.562 | -7,85 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 65.207 | 43,13 | 1.956 | 10,83 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 575 | 4,55 | 22 | -18,52 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.202 | 4,68 | 216 | -19,17 | ||||
| 2026-05-12 | 13F | Creative Planning | 46.440 | 13,89 | 1.393 | -11,84 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 190 | 6 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 8 | 0 | ||||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 180.843 | 9,31 | 5.423 | -15,36 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 185 | 6 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 15.325 | 5,10 | 460 | -18,62 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 23.040 | 60,32 | 691 | 24,10 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 16.431 | 493 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 958 | 498,75 | 35 | 466,67 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 39.148 | 7,41 | 1.174 | -16,80 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 8.633 | 13,50 | 259 | -12,24 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7.586 | 52,15 | 228 | 17,62 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 21.388 | 18,25 | 641 | -8,43 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.078.938 | 41,17 | 62.347 | 9,31 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.247 | 42,99 | 367 | 10,54 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 719.078 | 6.288,40 | 21.565 | 4.857,47 | ||||
| 2026-05-14 | 13F | Gem Investment Advisors, LLC | 145.500 | 4.364 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 9.126 | 274 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 3.004.416 | 0,25 | 90.102 | -22,38 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 2.293 | 17,29 | 69 | -9,33 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 88 | 0 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.944 | 58 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 18 | -32,00 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17.101 | 158,09 | 513 | 100,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 55.122 | 8,96 | 1.653 | -15,62 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 99.230 | 1.535,57 | 2.976 | 1.171,37 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 164.877 | 460,37 | 4.945 | 334,06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.361.254 | 4,92 | 40.824 | -18,75 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 42.502 | 11,43 | 1.275 | -13,74 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 15.075 | 452 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 13.688 | 2,99 | 411 | -20,23 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 7.079 | 36,79 | 212 | 6,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10.982 | 9,69 | 329 | -14,99 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1.417 | 42 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 8.776 | 5,79 | 263 | -18,07 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 8.677 | 260 | ||||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 16.387 | 491 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 13.631 | 7,25 | 453 | -8,13 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7.908 | 10,65 | 237 | -14,13 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 4.880 | 39,27 | 146 | 8,15 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 61.800 | 0,98 | 1.853 | -21,81 | |||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.336 | 2,27 | 594 | -21,87 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 16.712 | 501 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 264.600 | 137,31 | 7.935 | 83,77 | |||
| 2026-05-13 | 13F | Lido Advisors, LLC | 38.768 | 23,77 | 1.163 | -24,50 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 104 | 4,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.429 | 439,25 | 42 | 320,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 272.654 | 8 |
